Silverlake Wealth Management
Our company is dedicated to meeting our client’s financial challenges head on and to lift the burden of dealing with the complexities of personal finance and investing. We align our interests with those of our clients as we are an independent locally owned financial advisory practice and deliver objective advice. We seek the opportunity to present the value of our custom-tailored planning and to help simplify our clients’ financial lives. We measure our success not only in results but in the loyal relationships we establish with our clients and the positive impact we can make in their lives.
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Verified contacts
13
available on Kipplo
LinkedIn employees
21
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
48
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- LT
Linda Terrasi
Client Services · Customer/Client Service
EmailPhone - BM
Brittany Melvin
VP - Client Service, Public Relations · Other
EmailPhone - RB
Ryan Bergmann
Vice President, Registered Investment Advisor · Other
EmailPhone - SC
Shelley Chicoine
Director of Business Development & Strategic Finance · Other
EmailPhone - MH
Michelle Holden
Senior Vice President - Director of Operations · Operations
EmailPhone - NC
Nate Cloutier
VP Business Development, and Financial Advisor · Finance & Accounting
EmailPhone - JS
Jeffrey Steele
Managing Partner · General Business & Management
EmailPhone - RE
Robert Eddy
Managing Partner · General Business & Management
EmailPhone
Showing 8 of 13 verified contacts
Top roles at Silverlake Wealth Management
10 distinct titles indexed · top 10 shown.
- 3managing partner
- 1cashier at kfc stanger mall
- 1client services
- 1director of business development & strategic finance
- 1financial advisor
- 1project manager
- 1senior vice president - director of operations
- 1vice president, registered investment advisor
- 1vp - client service, public relations
- 1vp business development, and financial advisor
Sign up to unlock all 13 contacts at Silverlake Wealth Management
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